Estate and Charitable Gift Planning for Unmarried Couples

Journal of Gift Planning, 2006

13 Pages Posted: 26 Apr 2011

See all articles by Wendy S. Goffe

Wendy S. Goffe

Stoel Rives LLP

J. William (Bill) Zook

affiliation not provided to SSRN

Date Written: 2006

Abstract

The authors discuss ethical issues related to the representation of unmarried couples, and examine various charitable gift planning tools and the objectives that they accomplish, with an emphasis on their use in connection with planning for the unmarried couple, and in particular the same-sex couple. Scenarios examined include charitable remainder trusts, charitable lead trusts, charitable gift annuities, pooled income funds, remainder interests in personal residences and simple wills.

Keywords: charitable planning, unmarried couples

Suggested Citation

Goffe, Wendy S. and Zook, J. William (Bill), Estate and Charitable Gift Planning for Unmarried Couples (2006). Journal of Gift Planning, 2006, Available at SSRN: https://ssrn.com/abstract=1804837

Wendy S. Goffe (Contact Author)

Stoel Rives LLP ( email )

600 University Street, Suite 3600
Seattle, WA 98101
United States
(206) 386-7565 (Phone)

HOME PAGE: http://www.stoel.com

J. William (Bill) Zook

affiliation not provided to SSRN ( email )

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